+218.0%
XLE vs CCEP
+105.1%
+112.9%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.1% | +2.2% | -0.4% |
| 7D | +2.2% | -3.1% | +5.3% | +2.7% |
| 30D | +11.8% | -2.6% | +14.4% | +12.2% |
| 3M | +9.8% | +14.9% | -5.1% | +6.9% |
| 6M | +15.6% | +2.3% | +13.3% | +14.9% |
| YTD | +45.3% | +17.8% | +27.4% | +39.9% |
| 1Y | +48.3% | +24.2% | +24.1% | +41.0% |
| 3Y | +55.4% | +84.7% | -29.3% | +34.5% |
| All | +218.0% | +105.1% | +112.9% | +176.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CCEP.
Daily Out/Under-Performance
Portfolio return minus CCEP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CCEP return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded CCEP wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling